2025-08-11T13:08:57-05:00 2024-09-30 GARY MCGEE & CO LLP 1000 SW BROADWAY SUITE 1200 PORTLAND OR 97205 990 2023-10-01 930456525 SOCIETY OF ST VINCENT DE PAUL OF PORTLAND OREGON SOCI 5032357837 PO BOX 42157 PORTLAND OR 97242 BRIAN FERSCHWEILER EXECUTIVE DIRECTOR 5032357837 2025-08-11 1 1 YEE LEE MCGEE P01294356 5032222515 2023 2025-03-06 01:10:19Z BRIAN FERSCHWEILER PO BOX 42157 PORTLAND OR 97242 13792858 0 X WWW.SVDPPDX.ORG X 1936 OR THE SOCIETY OF ST. VINCENT DE PAUL OF PORTLAND, OREGON IS A NONPROFIT, CHARITABLE CATHOLIC ORGANIZATION OF LAY PERSONS FOUNDED IN 1869, WHICH PROVIDES VOLUNTEER SERVICES TO THE NEEDY AND SUFFERING. AS A COMMUNITY SERVICE AGENCY, THE SOCIETY OVERSEES THE EFFORTS OF 47 LOCAL CONFERENCES AND MORE THAN 2,000 VOLUNTEERS, MANY OF WHOM LIVE WITHIN THE FIVE-COUNTY AREA THAT THE SOCIETY SERVES - MULTNOMAH, CLACKAMAS, WASHINGTON, CLATSOP, AND COLUMBIA.THE SOCIETY IS AFFILIATED WITH THE COUNCIL OF THE UNITED STATES AND THE INTERNATIONAL COUNCIL GENERAL, SOCIETY OF ST. VINCENT DE PAUL, PARIS, FRANCE, AN INTERNATIONAL CATHOLIC ORGANIZATION OF LAY PERSONS FOUNDED IN 1833. UNDER THE PATRONAGE OF ST. VINCENT DE PAUL, THE SOCIETY SEEKS, IN A SPIRIT OF JUSTICE AND CHARITY AND BY A PERSON-TO-PERSON INVOLVEMENT OF ITS MEMBERS, TO HELP INDIVIDUALS AND FAMILIES ESCAPE A PERPETUAL CYCLE OF POVERTY THAT HAS BECOME ALMOST AN ACCEPTED WAY OF LIFE FOR MANY OF THOSE AFFLICTED. 5 5 11 2879 0 0 10940357 13469883 207184 246824 64651 42563 1641 5632 11213833 13764902 10348475 12160728 0 0 636904 765359 0 0 108367 519546 788228 11504925 13714315 -291092 50587 7309920 10818151 153658 3556840 7156262 7261311 X TO PROVIDE COMPASSION AND SUPPORT TO INDIVIDUALS IN NEED, REGARDLESS OF RACE, ORIGIN, RELIGION OR GENDER. 1 0 7188331 7188331 FOOD RECOVERY NETWORK: PROVIDES FOOD ASSISTANCE TO FAMILIES STRUGGLING WITH FOOD INSECURITY. FOOD IS EITHER PURCHASED THROUGH OREGON FOOD BANK OR DONATED FROM GENEROUS BUSINESS PARTNERS. OREGON FOOD BANK AND USDA GUIDELINES ARE FOLLOWED TO ENSURE FAMILIES RECEIVE ADEQUATE AMOUNTS OF NUTRITIONALLY-BALANCED FOOD. 5321005 4972397 EMERGENCY SERVICES: RENT AND UTILITY ASSISTANCE WHICH PROVIDES RELIEF TO CLIENTS WHO ARE FACING DIFFICULTY MEETING THEIR RENT OR WHO FACE IMMINENT EVICTION. UTILITY ASSISTANCE IS PROVIDED TO PREVENT SERVICE SHUT-OFF. 458074 THRIFT STORE: FOLLOWING THE FISCAL YEAR ENDED SEPTEMBER 30, 2024, THE SOCIETY COMMENCED RETAIL OPERATIONS AT A NEWLY LEASED THRIFT STORE LOCATION IN NOVEMBER 2024. THE LEASE AGREEMENT WAS EXECUTED AND CONTROL OF THE PREMISES WAS OBTAINED PRIOR TO YEAR-END, RESULTING IN RECOGNITION OF THE RELATED RIGHT-OF-USE ASSET AND LEASE LIABILITY IN THE ACCOMPANYING FINANCIAL STATEMENTS. THE THRIFT STORE WILL PROVIDE SALE OF DONATED AFFORDABLE GOODS, LOCAL EMPLOYMENT AND SUPPORT COMMUNITY OUTREACH PROGRAMS. THE THRIFT STORE WILL BE OPERATED AS PART OF THE SOCIETY'S CHARITABLE ACTIVITIES AND IS EXPECTED TO GENERATE ADDITIONAL REVENUES THAT WILL HELP FUND SOCIAL SERVICES. 153177 246824 AFFORDABLE HOUSING: A 32-UNIT APARTMENT BUILDING IN SEASIDE, OREGON THAT PROVIDES LOW-INCOME HOUSING FOR INDIVIDUALS AND FAMILIES IN THE AREA. 153177 246824 13120587 1 1 0 0 0 0 0 0 0 1 1 0 0 1 1 0 0 0 0 0 0 0 0 0 1 0 0 0 1 0 0 0 0 0 0 0 0 0 1 0 0 0 0 0 0 0 0 1 10 0 11 1 0 0 0 0 0 0 0 0 0 1 0 0 0 X 5 5 0 0 0 0 0 0 0 1 1 0 1 1 1 1 1 1 1 1 1 0 0 OR X BRIAN FERSCHWEILER 5032357837 PO BOX 42157 PORTLAND OR 97242 CHRIS GREIVELDINGER BOARD PRESIDENT 5.00 X X 0 0 0 KEITH BAILEY BOARD VICE PRESIDENT 3.00 X X 0 0 0 JULIE LE BOARD VICE PRESIDENT 1.00 X X 0 0 0 SHERRY KUNTZ BOARD SECRETARY 2.00 X X 0 0 0 NANCY MENAGH BOARD TREASURER 2.00 X X 0 0 0 JOE BONNEVILLE BOARD MEMBER 1.00 X 0 0 0 ROBERTA GAMACHE BOARD MEMBER 1.00 X 0 0 0 SHARON HILLS BOARD MEMBER 1.00 X 0 0 0 JOHN MOORE BOARD MEMBER 1.00 X 0 0 0 GAYLE PIZZUTO BOARD MEMBER 10.00 X 0 0 0 STEVE SPITULSKI BOARD MEMBER 1.00 X 0 0 0 BRIAN FERSCHWEILER EXECUTIVE DIRECTOR 40.00 X 82092 0 24176 MATT NIEHAUS FINANCE MANAGER 40.00 X 42879 0 18718 124971 0 42894 0 0 0 0 0 1499 134407 155347 13178630 7478516 13469883 RENTAL INCOME 531110 246824 246824 246824 42563 42563 16741 134407 26888 -10147 -10147 2850 1068 1782 1782 MISCELLANEOUS 900099 13997 13997 13997 13764902 246824 0 48195 12160728 12160728 190492 138750 51742 460856 316098 138047 6711 2823 1910 851 62 51054 40706 10348 60134 28983 25871 5280 15152 15152 4908 675 4233 32200 32200 25908 23457 2451 17186 5442 11744 69257 38378 29539 1340 26583 12724 7906 5953 387530 361760 25770 7514 6906 608 26893 26893 55087 7468 47619 88405 20909 67496 OTHER 31605 11469 11143 8993 ALLOCATION OF INDIRECT 0 67822 -84364 16542 13714315 13120587 485361 108367 2408963 3257390 2364165 598881 50458 850000 32505 10543 35176 78309 2680022 556177 1827346 2123845 76068 74492 515239 3824691 7309920 10818151 68475 136318 66713 50640 18470 3369882 153658 3556840 X 6173582 5506502 982680 1754809 7156262 7261311 7309920 10818151 X 50587 8838 45624 X 1 X 0 1 0 X RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED 108362 10257 16456 102163 104060 5571 1269 108362 108259 -3531 668 104060 103156 11890 6787 108259 104409 -1253 103156 1.00000 0 0 321342 321342 1838302 392034 1446268 168793 160418 8375 351585 3725 347860 2123845 BENEFICIAL INTEREST IN CHARITABLE TRUSTS HELD BY OTHERS 560863 RIGHT-OF-USE ASSETS - OPERATING LEASE 3263828 3824691 TENANT SECURITY DEPOSITS 17615 LEASE OBLIGATIONS - OPERATING LEASES 3352267 3369882 PART V, LINE 4: THE INVESTMENT RETURN EARNED ON THE BALANCES OF PERMANENTLY RESTRICTED NET ASSETS MAY BE SPENT AT THE BOARD'S DISCRETION AS SPECIFIED BY THE DONOR. GOLF TOURNAMENT 151148 134407 16741 4784 8768 7973 5363 151148 134407 16741 4784 8768 7973 5363 26888 -10147 1 FOOD ASSISTANCE 298958 7320278 FMV FOOD RENT, UTILITIES, AND OTHER ASSISTANCE 55742 4721040 119410 FMV OTHER ASSISTANCE INCLUDING, BUT NOT LIMITED TO, CLOTHING, HOUSEHOLD GOODS, ETC. PART I, LINE 2: WE KEEP RECORDS OF ASSISTANCE IN THE EMERGENCY SERVICES DATA PROGRAM. THIS PROGRAM CONTAINS: NAME, ADDRESS, PHONE NUMBER, NAMES OF PEOPLE LIVING IN THE HOME AND THEIR AGES AND AMOUNT OF ASSISTANCE GIVEN AND DATE OF THAT SERVICE. WE HAVE NO REQUIREMENTS FOR NEED ONLY THAT THE PERSON TELLS US THEY ARE IN NEED. WE CONTACT THE UTILITY COMPANY OR THE LANDLORD, VERIFY THE STATUS, AND THEN PAYMENTS ARE MADE DIRECTLY TO THEM IN THE AMOUNT AGREED UPON BETWEEN US AND THE CLIENT. TRANSPORTATION IS PAID DIRECTLY TO THE BUS OR TRAIN STATION. LOCAL BUS TICKETS ARE GIVEN UPON REQUEST. X 111131 SALE OF COMPARABLE X 21 37192 SELLING PRICE X 1 1636 QUOTED MARKET PRICE X 10947 7320278 $1.97 PER POUND X SUPPLIES 266 8279 SALE OF COMPARABLE 0 1 1 PART I, COLUMN (B): THE NUMBER IN COLUMN (B) REPRESENTS THE NUMBER OF CONTRIBUTIONS. PART I, LINE 32B: THE ORGANIZATION CONTRACTED WITH THIRD PARTIES TO SELL DONATIONS OF VEHICLES THAT THE SOCIETY RECEIVED. FORM 990, PART III, LINE 2 SEE FORM 990, PART III, LINE 4C. THRIFT STORE FORM 990, PART VI, SECTION B, LINE 11B THE EXECUTIVE DIRECTOR AND FINANCE MANAGER REVIEW THE FORM 990 AFTER A DRAFT HAS BEEN PREPARED BY THE OUTSIDE ACCOUNTANT. FORM 990, PART VI, SECTION B, LINE 12C BOARD MEMBERS ARE REQUIRED TO DISCLOSE THE DETAILS OF ANY CONFLICT AT ANY TIME A CONFLICT ARISES. BOARD MEMBERS ARE INSTRUCTED AS TO THE PROCEDURES RELATED TO THE CONFLICT OF INTEREST POLICY UPON INITIAL ADDITION TO THE BOARD. FORM 990, PART VI, SECTION B, LINE 15A COMPENSATION FOR THE EXECUTIVE DIRECTOR OF THE SOCIETY IS ESTABLISHED BY THE BOARD OF DIRECTORS, BASED ON COMPARABLE DATA AVAILABLE FROM VARIOUS NONPROFIT SALARY SURVEYS. ON AN ANNUAL BASIS THE BOARD PRESIDENT, WITH INPUT FROM BOARD MEMBERS AND STAFF, REVIEWS THE EXECUTIVE DIRECTOR'S PERFORMANCE. A SUMMARY OF THIS REVIEW IS BROUGHT TO THE FULL BOARD. IN A CLOSED SESSION, THE BOARD REVIEWS BOTH PERFORMANCE AND PAY. SALARY ADJUSTMENTS, IF ANY, ARE MADE AT THIS TIME. THE BOARD PRESIDENT KEEPS MINUTES AND OTHER PAPERWORK OF THE REVIEW PROCESS. THIS PROCESS WAS MOST RECENTLY UNDERTAKEN IN SEPTEMBER 2024. FORM 990, PART VI, SECTION C, LINE 19 THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST. FORM 990, PART XI, LINE 9: CHANGE IN VALUE OF BENEFICIAL INTEREST IN CHARITABLE REMAINDER TRUSTS 45,624.